Difference between revisions of "Quick start guide to Protemos"
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| − | :::::::::[[File:For the Vendor Quick start guide click here..png|250px|link=Vendor quick start guide]] [[File:For the Vendor Quick start guide click here. (1).png|250px|link=Client quick start guide]] | + | :::::::::[[File:For the Vendor Quick start guide click here..png|250px|link=Vendor quick start guide]][[File:For the Vendor Quick start guide click here. (1).png|250px|link=Client quick start guide]] |
::::::::::::::[[File:For the Vendor Quick start guide click here. (2).png|300px]] | ::::::::::::::[[File:For the Vendor Quick start guide click here. (2).png|300px]] | ||
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| − | | " valign="top" align="center" width="300" | ''' Taxes''' <br> <br> [[File:1ag.png|60px|link=Taxes]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/IHAw-yH3jJM]] | + | | " valign="top" align="center" width="300" | ''' Taxes''' <br> <br> [[File:1ag.png|60px|link=Taxes]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/IHAw-yH3jJM]] |
| − | | " valign="top" align="center" width="300" | ''' Project templates''' <br> <br> [[File:1ag.png|60px|link=Project templates]] | + | | " valign="top" align="center" width="300" | ''' Project templates''' <br> <br> [[File:1ag.png|60px|link=Project templates]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/TM4aKwhBeVU]] |
| − | | " valign="top" align="center" width="300" | ''' Tenders''' <br> <br> [[File:1ag.png|60px|link=Create job tenders]] | + | | " valign="top" align="center" width="300" | ''' Tenders''' <br> <br> [[File:1ag.png|60px|link=Create job tenders]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/jsAF3SAr9bQ]] |
|- style="height:100px" | |- style="height:100px" | ||
| − | | " valign="top" align="center" | ''' Smartcat integration'''<br> <br> [[File:1ag.png|60px|link=Smartcat integration]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/D5UmeR3J22U]] | + | | " valign="top" align="center" | ''' Smartcat integration'''<br> <br> [[File:1ag.png|60px|link=Smartcat integration]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/D5UmeR3J22U]] |
| − | | " valign="top" align="center" |''' memoQ integration ''' <br> <br> [[File:1ag.png|60px|link=MemoQ integration]] | + | | " valign="top" align="center" |''' memoQ integration ''' <br> <br> [[File:1ag.png|60px|link=MemoQ integration]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/n5pBiy1IJDI]] |
| − | | " valign="top" align="center" | ''' TQ Auditor integration'''<br> <br> [[File:1ag.png|60px|link=TQAuditor integration]] | + | | " valign="top" align="center" | ''' TQ Auditor integration'''<br> <br> [[File:1ag.png|60px|link=TQAuditor integration]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/F0fmYK3hF4Q]] |
|- style="height:100px" | |- style="height:100px" | ||
| − | | " valign="top" align="center" | ''' Import vendors'''<br> <br> [[File:1ag.png|60px|link=Import vendors from Excel]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/Vp_pEUGQG_4]] | + | | " valign="top" align="center" | ''' Import vendors'''<br> <br> [[File:1ag.png|60px|link=Import vendors from Excel]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/Vp_pEUGQG_4]] |
| − | | " valign="top" align="center" |''' Import clients ''' <br> <br> [[File:1ag.png|60px|link=Import clients from Excel]] | + | | " valign="top" align="center" |''' Import clients ''' <br> <br> [[File:1ag.png|60px|link=Import clients from Excel]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/9oFngi3mXEc]] |
| − | | " valign="top" align="center" | '''Workflow '''<br> <br> [[File:1ag.png|60px|link=Project details, Workflow tab]] | + | | " valign="top" align="center" | '''Workflow '''<br> <br> [[File:1ag.png|60px|link=Project details, Workflow tab]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/L7D0pmtKJS0]] |
|- style="height:100px" | |- style="height:100px" | ||
Revision as of 10:32, 18 November 2020
For a brief system overview, please check this video: 
All the icons are clickable
1.Create Account   
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2.Create/import clients
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3.Create/import vendors (for Enterprise version)
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| 4.Create project
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5.Assign jobs (for Enterprise version)
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6.Issue invoices
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| 7.Record payments
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8.Generate reports
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9.Quotes
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| 10.Filters and search
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11.Export data
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12.Alerts and notifications
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| 13.Managers and access (for Enterprise version)
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14.Customization
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15.Licenses (for Enterprise version)
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.png){kind=small}
| Taxes
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Project templates
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Tenders
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| Smartcat integration
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memoQ integration
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TQ Auditor integration
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| Import vendors
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Import clients
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Workflow
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Common notes 
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Messages
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